WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,116 | -13.6% | 15,237 | -11.3% | 0.05% | -11.5% |
| Q2 2023 | $722,728 | +3.2% | 17,187 | +0.6% | 0.05% | +4.0% |
| Q1 2023 | $700,120 | -2.8% | 17,084 | -2.4% | 0.05% | -9.1% |
| Q4 2022 | $720,236 | +11.1% | 17,506 | +1.7% | 0.06% | +1.9% |
| Q3 2022 | $648,000 | -2.3% | 17,207 | +1.2% | 0.05% | +1.9% |
| Q2 2022 | $663,000 | -16.2% | 17,001 | -4.6% | 0.05% | 0.0% |
| Q1 2022 | $791,000 | -45.1% | 17,812 | -45.2% | 0.05% | -43.6% |
| Q4 2021 | $1,441,000 | +18.0% | 32,476 | +11.5% | 0.09% | -2.1% |
| Q2 2021 | $1,221,000 | -2.6% | 29,114 | -6.1% | 0.10% | -20.7% |
| Q1 2021 | $1,253,000 | +6.8% | 31,001 | -8.0% | 0.12% | -0.8% |
| Q4 2020 | $1,173,000 | +305.9% | 33,695 | +237.7% | 0.12% | +454.5% |
| Q3 2020 | $289,000 | -74.3% | 9,977 | -74.8% | 0.02% | -87.0% |
| Q2 2020 | $1,123,000 | -20.0% | 39,641 | +7.4% | 0.17% | -4.5% |
| Q4 2019 | $1,404,000 | – | 36,909 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |